Steps and Methodology for Automating Your Business

Business Process Automation: Introduction

Whether you’re new to the idea or have been doing it for years, business process automation has the power to transform your company or team.

BPA (Business Process Automation), also known as business automation or digital transformation, simply means using technology to automate complex business tasks. It utilizes custom software integrations and decision modeling to mimic something you would normally pay a worker to do.

The most simplest form of process automation usually involves using tools like Zapier to integrate two SaaS products together to get them “talking” to each other. For example, every time a Stripe payment goes through, notify the team in Slack of the purchase. That is a simple two-step automation that would take an expert about 30 minutes to complete.

When thinking of which processes to automate, you should have the following goals in mind:

Streamline for simplicity
Achieve digital transformation
Increase quality of service
Improve service delivery
Contain costs

How Does Business Automation Improve Business Processes?

The most simplest way to answer this question is that by automating your business process, you’ve eliminated human error. Humans make mistakes, it’s that simple. Computers usually do what you tell them to do. Computers do not get tired or call in sick. They also work for cheap and never ask for a raise or overtime pay! Automated systems can work 24/7 with a high accuracy without needing breaks in between.

With that being said, almost any complex business process can be solved using process automation software. Let’s say you sell slap bracelets from the 90’s on your website. You have a landing page with a shopping cart, an order form, and a gateway processor to process payment transactions. What happens next when a customer makes a purchase? You have to look at the order, print out a shipping label, and mail it or drive down to the UPS store to ship it.

Benefits of Automating Business Tasks

It’s the year 2020 people! Wake up! That whole process is nonsense for a human to be involved with. Workload could automate that entire process so all you have to do is wake up and check your bank account to see how much it grew!

Automating a business process like that will give you the free-time you need to do things that computers CAN’T. These are things like negotiating new rates with your suppliers, finding cheaper software, content marketing to attract more people to your site, setting up Facebook ads, etc. This is especially true if you are a small business owner and don’t have tons of employees to help out.

If you’re stuck at your desk all day printing out shipping labels and going to UPS, you won’t have time to do all that other stuff that will actually help your top and bottom line. This is why automating business processes is super important in the modern era.

Developing a Business Process Automation

Think about the amount of time you spend on tasks that aren’t at the core focus of your business. Now think about how great it would be to automate that task so you can put all your energy back to running the core business. Sounds great right?

If you need help deciding which processes are best to automate, contact us for a free consultation from an automation expert. We know automation inside and out. Let us help you remove tasks from your workflow so you can focus on your business goals. If you are looking for inspiration on what processes other people are automating, look no further. This handy guide from OnDeck will provide 20 great examples of business processes you could easily automate.

Once you’ve decided on which process to automate, it’s time to put the plan into motion. A great place to start is Zapier. For most businesses, Zapier is the perfect tool get you well on your way. We are certified Zapier experts so if you are lost while using the tool, we can manage it for you. All you need to do is tell us what you need done.

Sometimes, however, Zapier falls short. In those cases where you need a deeper integration, we can build custom automations to execute for your business. This is great because every business is different. There is no “one size fits all” solution since your business is likely unique from your competitors. We’ve created custom integrations for all kinds of businesses including those in the Fortune 50!

Monitoring Your Automations

Once you’ve designed and developed your automated process (hopefully with our guidance!), you should be monitoring the output of the automation. This is for several reasons:

Quality Assurance – making sure the desired output is achieved
Measuring Success – you’ll want to track how many hours you saved by automating
Human Intervention – having a backup plan in the rare cases that automation fails to deliver

Our favorite tool to use for monitoring business process automation is Slack. It’s free and simple, plus it allows for 3rd party apps to connect to it. Slack can become your centralized messaging hub where you’ll get all kinds of important data sent to you about your running automated processes.

Optimizing Your Processes Even Further

At some point you’ll get comfortable with how everything is working. That’s a great time to reflect on improvement. Ask yourself, how can I improve the efficiency of this workflow? What software is essential to complete this? Is there a cheaper/free way to automate this using an Airtable or Google Sheet?

In many cases, you could be paying for software that you don’t actually need to achieve the same results. That’s another area Workload can step in. Many businesses overspend on SaaS where they don’t utilize the full feature set they are paying for in the first place. Almost anything can be done using a simple database like a spreadsheet or Airtable, along with email and invoicing templates using the Google G-Suite.

BPM process outline courtesy of Kissflow.com

Conclusion

Whether you are just beginning, or are experienced with using BPA tools like Zapier, you should always be bucketing your tasks into two categories:

Is this a repetitive task that I will always have to do no matter what?
Is this something a human can and should be doing?

If you let those two questions guide your decision making process, you’ll be one step ahead of everyone else.

When you are understaffed or have limited resources, you have to do things your competitors aren’t thinking of. Business process automation is a low hanging fruit that gets overlooked due to its complex perception. Hiring an automation expert like us is a great move to get you out of the weeds of routine tasks.

Drop us your email below for a free process review!

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Free Usage and Custom Vanity URL Shorteners for 2020

Introduction to URL Shorteners

Since this year marked the end of the Google URL Shortener, we decided to compile a list of the 3 best URL shorteners on the internet.

In case you don’t know, a URL shortener is a server that takes a really long, standard URL, and shrinks it down so it can be used in social media posts. An example is if you have a link to a product page like this:

https://mackweldon.com/products/one-mile-slipper?utm_source=googlecpc&utm_medium=sem&utm_campaign=ne_google_shopping_smart-shopping_socks-accessories_US_l_All&utm_term=pla-834480079903_-_393415296167&utm_content=7768298052_-_81739445896&gclid=CjwKCAiA5JnuBRA-EiwA-0ggPSqyzzHOggWp6Y7gwE9YIqyA1LUzSP58ArnHoC9O2JIKk4xpnL9DUxoCuqcQAvD_BwE

It would look terrible in a social media post, wouldn’t it? It wouldn’t even fit on Twitter’s 148 character limit!

You can shorten that URL automatically by pasting it into a URL shortener service. The output would be something like this:

https://sh.rt/url/52ksk4

Now that is much easier to read and doesn’t take up too many characters on your post!

These are the 3 best URL shorteners we’ve come across on the internet:

Bit.ly

Easy and Free to use. Includes dashboard analytics.

automate and integrate bitly

Bitly is known by many as a web tool to help shorten long and very unattractive URLs. For us, we use Bitly for that and so much more as it’s a very unrated tool with a lot of special features. Some of the other features I love about using Bitly is the ability to customize the URL so that it’s easier for clients to remember as well as being able to track click rates and gather insights and analytics.

Not only a URL shortener, it performs and gives analytics for each shortened URL. It also gives the location of the click performed on the URL. Thus it is a complete suite for URL tracking. For example: you have a resume hosted on google drive, you can shorten the URL of the long google drive address for resume and share the shortened URL to employers. Thus you can track the click too.

Here are some key benefits to using Bitly:

Shorten and link branding: Bitly helps to turn long URLs into short ones that can also be customized to suit any business name.
Tracking and analytics: A great thing to be able to see the social media channels that visitors are clicking from and where they are in the world.
Integrations: Bitly integrates well with third-party tools to help improve workflow and tech tools.
Free plan: There are some great features on the paid plan but for those not yet ready to invest Bitly provides a great free option.

TinyURL

Created as a free service to shorten long URLs.

TinyURL offers the best and free url shortening service. It is a straight out of the box url shortener which has a url customization feature so you can better remember the shortened url. Another plus is that registration is not required which goes you straight in shortening your url.

Again, TinyUrl offers its services without any registration. Simple and easy to use, without the hassle. They are also the only url shortening service I have used that offers a custom url (custom alias) for free.

Another key feature they have is a preview url feature for cautious individuals who are recipients of the url.

Zapier URL Shortener

Best for shortening link automatically

Zapier’s URL shortener

By far the best we’ve worked with so far, the Zapier URL Shortener (now it’s own standalone tool) is great because it will automatically create and save a shortened URL every time you do an action.

A great example of this is every time you post a new blog article on WordPress, you can create a shortened URL of that page and send it to Twitter or LinkedIn with a message “New blog post! https://zap.ier/34k23k”. Pretty neat, right? This saves you time and effort by linking your account directly and doing thing in an automated way.

Automation allows you to save time on every task so you can focus on your business. Being as productive as possible should be your number one goal as an entrepreneur. Any task that detracts you from getting new customers can, and should be automated.

Reach out to us by submitting your email address in the form below if you’d like a free consultation to get started automating business processes to free up some time.

Conclusion

Out of the three best URL shorteners on the internet, we highly recommend Zapier’s URL Shortener Tool due to how well connected it is to their automation platform. The next best URL shortener is Bitly thanks to it’s powerful analytics. For simpler and basic use cases and applications, we’d recommend TinyURL because it so simple and you don’t need to register for an account.

No matter which one you choose, Workload can help and assist you in automating any process for your business. Simply drop your email in the box below and we can get started in the same day. Most process automations can be completed for $200 in under 3 hours.

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Create an Easy Template for Registration

Introduction

Google Forms is a product that is included the G-Suite applications from Google. Most people get this for free when they sign up for a Google Account. If you are an enterprise client, then you are on the paid plan. The good news is there is no difference between the two. In this guide, we’ll show you how to make a Google Form for a party RSVP.

Google Forms are great for getting feedback data from a bunch of users and having the responses automatically saved to a spreadsheet (Google Sheets).

How to Make a Google Form

Step 1: Go to the Google Forms Product Page

There are actually a few ways to get to Google Forms. The first way is to go directly to the product page, https://www.google.com/forms while you are signed into your Google Account.

The second way to get there is from your Google Drive toolbar. See the screenshot below to find it. Start by clicking “+ New” from your own Google Drive account.

click the “+ New” button in your GDrive account

And then hover your mouse over the “More” option. This will reveal Google Forms.

Hover over “More” to reveal the Google Forms option in the next tree.

You’ll be taken to the next page which is the blank Google Form template. It’s easy to move forward from here. Add a title and description in the appropriate spot just by simply clicking in the field. We’ll add “Party RSVP” as our title and “Dunder-Mifflin Thanksgiving Party” as the description. Your screen should look like the below:

Step 2: Add Your First Question

The default setting is “Question 1” and a radio button. Let’s change it so we ask for the person’s name first. Type the phrase, “What is your full name?” and Google Forms will automatically select the appropriate response field. In this case, it’s a short answer field. This allows the user to have a free-form text box to add their name. Select “Required” to make the field a requirement to submit the form.

Next, click the circled plus (“+”) icon on the right toolbar to add a new question. Write in the phrase “Can you attend the party on November 25th?”

You’ll notice that Google Forms also automatically adjusts to recognize the answer type to be yes/no multiple choice.

Finally, add another questions and ask “Are you bringing a plus one?” and you’ll see the answer selection automatically change to Yes/No again. Perfect!

Step 3: Send Your Google Form to Users

In this step, you will click the large button at the top of the screen that says “Send”. Check the box that says “Collect Email Addresses” so you can communicate with your guests who have replied “yes” with more follow up details about the event (food, music, time, location, etc.)

You now have the choice to send the form via email, embed into a blog, or send around a link. The most user friendly are to send an email. Most modern email browsers allow user to respond on the form directly from the email itself.

Step 4: Collect Your Google Form Results

After some time passes, you should review the results to make sure everyone has responded. You can do that by visiting https://www.google.com/forms . There you can find your form and reopen it.

Once you open your form, click the “Responses” tab at the top. Once the window changes to the response mode, click the Google Sheets icon at the top to make a spreadsheet of your responses.

Integrating Google Forms with Other Apps

Now imagine you can do something useful with that spreadsheet full of data?

You’ll have a list of email addresses you could easily add to a Mailchimp mailing list for those who are attending to automatically send them reminders.

As the administrator of the Google Form, you could get a Slack notification each time someone submits a response. That would be very helpful if you are working on a tight timeline and need to ensure everyone at your company has responded quickly.

No matter what apps you use for work, Workload can help integrate them all so they are working together. When apps are working together, it means less work for you.

Drop your email address below if you are interested in learning more about automating tasks at work!

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Introduction

According to the Harvard Business Review (hbr.org), the average professional spends 28% of their work day reading and responding to email. Those numbers are backed by the McKinsey Institute, a leading think-tank. Approximately 47 minutes a day is consumed by filtering spam emails and other unwanted garbage from your inbox. You can easily improve your productivity if you stop spam emails.

Below are some helpful tips to effortlessly reduce the time you spend on email, especially ridding yourself of spam and other unwanted emails.

Mark Spam Emails as Spam

In order to stop spam emails, you should be actively marking them as spam

how to stop spam emails

This goes without saying, but is often overlooked. When you receive a spam email from an unknown sender, just press the “stop sign” icon in your Gmail toolbar (assuming you are using Gmail). In order to stop spam emails, you have to train your email provider on what you believe to spam. Marking emails as “spam” is the most certain way to stop future spam from happening.

When you do this, Google’s algorithm starts working on blocking similar messages and content from that server. Google checks against other people like you who have also marked that message as spam. This will guarantee you don’t get more messages like that again.

Star your Important Emails

In order to prioritize your tasks, create a to-do list by starring important emails

Switch to Priority Inbox for a more productive work flow

Start by switching to the “Priority Inbox”. This is a Gmail feature, but most modern inbox providers have the same thing.

By switching to priority inbox, you ensure that your starred messages are on top and never go away until you un-star them. You also ensure that any message that involves your email address directly in the “To:” or “Cc:” line, are on the top. You also mark things as “important” or “not important” by clicking the arrow icon next to the subject line. This will make sure those messages are on top, too.

When your inbox is set up this way, you’ll be more productive because the noisy newsletters and other random stuff floats its way to the bottom, giving you a clutter free way to do your work.

Advanced Tips for Efficiency

In order to become more efficient at using email for work, you should be following some best practices that many high performers use. Eliminating spam emails is only the beginning!

You should turn off email notifications on your desktop screen. It’s a huge distraction and nothing…I mean NOTHING is ever so important that you must stop everything you’re doing and respond to an email immediately. Instead, just setup a reminder to check your email once every hour. The real pro’s only check email 3 times a day. Once in the morning, then around lunch, then again at the end of the day.

Use the search bar to re-find old emails. This will save you tons of time and if you search by sender, you’ll see a holistic view of all the emails that person has sent you. It will give you the whole story in one view!

Another great trick (and obvious to many), is to have two different email accounts. One with Gmail and one with another provider such as AOL or Yahoo. The Gmail account is the one where you do your work. You give this account to friends and family or co-workers/colleagues. Use the Yahoo or AOL account to sign up for newsletters, new accounts, promotions etc. All the email spam goes there and not to your main account.

Finally, you should setup at least two folders to archive old emails in. You can use shortcuts to process them into each folder. I personally have one folder where active client projects filter into, and another folder for completed client projects go. This way all my communication is separated out into easy to find folders.

Conclusion

Filtering and going through email spam is a huge waste of time. However, once you get into a habit of marking emails as spam, creating a priority inbox, moving read emails into a new folder, you’ll see a huge boost in productivity. By using the tips provided in this simple outline, you’ll be a master of email in no time at all.

Automate Your Email Inbox

Once you master these skills, you can begin to think about automating your email inbox tasks. For example, what if anytime there was an attachment, you could automatically save it into Google Drive, or send it to a Slack channel? What if every time a certain sender, like your boss, emailed you got a Slack notification? The possibilities are limitless and Workload is here to help you setup inbox automation on any email provider.

Focus on your business, not on processes! If you are interested in learning more about automating your business, drop us your email below. For most processes, we can automate in the same day for a nominal charge.

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Introduction to HR Recruiting Software

Recruiting managers are in dire need of new tools. Recruiting software tools and processes of yesteryear just don’t cut it anymore. Are you making candidates do personality tests? Do you suffer from unstructured interviews, rely on personal referrals, hire your competitor’s employees?

These are all wrong ways of running your business. A 2019 Harvard Business Review study showed that over 40% of CEOs claim that hiring right remains the top focus of their business. The best teams at the best companies all know one thing: subscribing to the best recruiting software tools can automate your recruiting efforts while driving down costs.

What Makes for Great Recruiting Software?

When evaluating recruiting tools, there are several factors to consider. A great recruiting should meet all the criteria your business needs to succeed.

In our research, we tested options that range from basic features to get you up and running to more advanced systems for established businesses who hire at scale. Each of our picks offers some unique feature, but they all meet the following criteria:

A built in interview scheduling assistant to line up everyone’s calendar and availability
Post onsite interview feedback forms to rate the candidate on different criteria
Automatic sourcing tools to download and import candidates from sources like LinkedIn

Obviously, this feature set isn’t exclusive and you should really think hard about your specific needs. Also, these tools won’t solve all your hiring problems. You still need to put forth the effort to interview your candidates properly by asking behavioral questions.

The 5 Best Recruiting Tools

Recruiterbox – recruitment software and ATS (applicant tracking system)
Jobvite – the leading recruiting software and applicant tracking system
Lever – recruiting software built for hiring success
BambooHR – applicant tracking and onboarding system
Greenhouse – recruiting software and applicant tracking system

Recruiterbox

Recruitment software and applicant tracking system

It sounds simple, but Recruiterbox’s platform just makes sense. We all know how fast-paced recruiting is, and the ability to learn the software without losing momentum was a huge benefit. The time invested setting everything up on the front end was quickly recovered with all of the time saving features from resume parsing, candidate tracking, email templates, and more. And as your staff grows, training new users on the software is a breeze. Additionally, the resume parsing feature will save your hiring managers hours of time scanning resumes.

This company clearly has a “customer oriented” mentality, from feature requests, to education, to support, you’ll always feel there is a concern for your needs and a genuine attempt to create a product that matches your goals. Although this is not a custom software product, RecruiterBox is always looking to maximize the tool for the most users possible.

Jobvite

Great for larger organizations who need to hire at scale

Jobvite’s applicant tracking system is one of the most advanced and robust in the marketplace. Jobvite’s recruiting software isn’t just a great tool for recruiting teams, but it benefits interviewers, hiring managers, and employees as well. From the extensive reporting features all the way to its ROI/sourcing data tracking, you and your management team will be very pleased. Its intuitive design will ensure that new recruiting team members will quickly pick it up and understand it.

Jobvite is built on a platform which uses automation and intelligence to increase speed, cost-effectiveness, and quality of talent requisition. Moreover, you will be amazed to know that it manages resumes, prevents candidate duplicity, tracks applicants, provides notifications and alerts, and so on.

Jobvite has done a great job of integrating with the rest of the tools recruiting team’s love to use. One of your criteria when evaluating an ATS should be “can I get from Point A to Point B in four or fewer mouse clicks.” Jobvite has done themselves proud in meeting a metric they likely didn’t know existed.

Additionally, Jobvite is thinking about the future of recruiting with its recent acquisition of Canvas. Canvas is the world’s first text-based interviewing platform. Their main product, the Canvasbot, is an AI powered assistant that can come up with questions to ask candidates, get their availability, and moves them through the hiring process. Using NLP (natural language processing), Canvas can automate almost all of the entire interview screening process.

Lever

Best recruiting software tool for automated sourcing, interview scheduling, and API development

The Lever applicant tracking system is a beautifully designed user interface that is “no-nonsense”. It’s simple, flat design and layout makes it super easy to get to the data you need. They have built-in analytics and reporting which also makes it easy to report on your hiring practices. Tools like Lever Nurture and Recommendations can help recruitment teams to find and attract more talent.

The system itself has rolled out many new features after carefully considering user feedback and suggestions. The support team is incredibly responsive to issues and the product team is as transparent as possible about upcoming changes. The customer success team really goes above and beyond by understanding client concerns. They really love helping to find solutions to most issues.

The two things we love most about Lever (aside from their awesome CS team!) is the ability to automate your candidate feedback process, and it’s powerful API integration. Automating feedback is critical to hiring right. Every streamlined business needs to have multiple feedback forms for each job function. The feedback criteria should be set based on what you believe is important to be successful in that position. This eliminates hiring bias.

Lever’s API allows you to drive your own internal automations, reporting and integrations. The possibilities of what you can do with their API is limitless. One crazy idea you could implement is automating the job candidate’s first day of employment by buying them a bottle of champagne. You could integrate the Lever API with a service like UberEats or Drizly to automate the champagne ordering process to coincide with the first day on the job! What an experience that would be!

BambooHR

An all-in-one HR management and applicant tracking system

With its easy to use navigation, you can get up and running in no time with BambooHR. Their software does more than just screen applicants and move them through a pipeline of hiring stages. With BambooHR, you can also manage employee’s PTO, manage a company-wide calendar, and read about new hires inside the “intranet” style section under the heading “New Hires!”

Where BambooHR falls short is with the integrations. If you need to be FULLY integrated then this probably isn’t the product for you. However, for what they lack in integrations, the make up with a full HR feature-set that goes beyond just an ATS and sourcing tool.

Greenhouse.io

Greenhouse recruiting software is very customizable to your recruiting operation while providing clear guidance on how to best organize your operation. This improves your candidate and interviewer experience while maximizing your data/analytics and workflows.

In your role, you’ll need to be able to diagnose where the breakdowns are in recruiting, and the system’s many canned reports will help you do that. While Greenhouse doesn’t have the ability to let you build custom reports, there are enough reports available that ensure you won’t have any problems. It’s very useful for getting weekly recruitment reports from the system so you can see activity from a high level. All this lets you keep your finger on the pulse of hiring.

Communicating back and forth with candidates is simple and fluid It can show all activity around a candidate, so you can check and double check your last communications. This is key when you have a large candidate pool and a fast moving process. It’s also web based, so can use it from your phone, home computer or anywhere that’s not your desk.

Finding the Best Recruiting Software Tools

The best HR recruiting software tool is the one that saves your team the most time and provides the most company-wide visibility into the hiring org. Make sure you know what features are standard “table-stakes” when shopping around for new hiring tools. All of the tools we’ve mentioned here either have a free trial period, or a product demo online. Make sure to give them a test drive before fully jumping into any of them.

Recruiting tools are a critical part of any organizations success. Workload understands what makes each tool great. It comes down to the level of integration the HR recruiting software has with other 3rd party apps. Automating document creation (offer letters, etc.), ROI measurements, and pipeline visualizations is an important part of the recruiting team’s duty to upper management.

Drop us your email below to start integrating a new applicant tracking system, or to automate your existing system with other integrations. We love automating!

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Introduction to HR Recruiting Software

What Makes for Great Recruiting Software?

When evaluating recruiting tools, there are several factors to consider. A great recruiting should meet all the criteria your business needs to succeed.

A built in interview scheduling assistant to line up everyone’s calendar and availability
Post onsite interview feedback forms to rate the candidate on different criteria
Automatic sourcing tools to download and import candidates from sources like LinkedIn

The 5 Best Recruiting Tools

Jobvite – the leading recruiting software and applicant tracking system
Lever – recruiting software built for hiring success
BambooHR – applicant tracking and onboarding system
Greenhouse – recruiting software and applicant tracking system
Recruiterbox – recruitment software and ATS (applicant tracking system)

Jobvite

Great for larger organizations who need to hire at scale

Lever

Best recruiting software tool for automated sourcing, interview scheduling, and API development

BambooHR

An all-in-one HR management and applicant tracking system

Greenhouse.io

Recruiterbox

Recruitment software and applicant tracking system

It sounds simple, but it Recruiterbox’s platform just makes sense. We all know how fast-paced recruiting is, and the ability to learn the software without losing momentum was a huge benefit. The time invested setting everything up on the front end was quickly recovered with all of the time saving features from resume parsing, candidate tracking, email templates, and more. And as your staff grows, training new users on the software is a breeze. Additionally, the resume parsing feature will save your hiring managers hours of time scanning resumes.

Finding the Best Recruiting Software Tools

Drop us your email below to start integrating a new applicant tracking system, or to automate your existing system with other integrations. We love automating!

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Introduction to HR Recruiting Software

What Makes for Great Recruiting Software?

When evaluating recruiting tools, there are several factors to consider. A great recruiting should meet all the criteria your business needs to succeed.

A built in interview scheduling assistant to line up everyone’s calendar and availability
Post onsite interview feedback forms to rate the candidate on different criteria
Automatic sourcing tools to download and import candidates from sources like LinkedIn

The 5 Best Recruiting Tools

Lever – recruiting software built for hiring success
Jobvite – the leading recruiting software and applicant tracking system
BambooHR – applicant tracking and onboarding system
Greenhouse – recruiting software and applicant tracking system
Recruiterbox – recruitment software and ATS (applicant tracking system)

Lever

Best recruiting software tool for automated sourcing, interview scheduling, and API development

Jobvite

Great for larger organizations who need to hire at scale

BambooHR

An all-in-one HR management and applicant tracking system

Greenhouse.io

Recruiterbox

Recruitment software and applicant tracking system

Finding the Best Recruiting Software Tools

Recruiting tools are a critical part of any organizations success. Adalpha Technologies understands what makes each tool great. It comes down to the level of integration the HR recruiting software has with other 3rd party apps. Automating document creation (offer letters, etc.), ROI measurements, and pipeline visualizations is an important part of the recruiting team’s duty to upper management.

Drop us your email below to start integrating a new applicant tracking system, or to automate your existing system with other integrations. We love automating!

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integrate lever recruiting with over 1,000 apps

Lever Integration

Lever creates modernized recruiting software that helps teams source, track, and interview top talent. The platform has various integrations with LinkedIN, Dice, Indeed, and other recruiting platforms. These connections make it easy to find the right candidate. A Lever integration means you’ll be able to start automating your team’s recruiting efforts.

Why is Lever so good? Its API allows 3rd party integrations! You can setup web hooks for various events like when a candidate moves to different stages. A web hook is sent when a candidate’s stage moves to “hired”. AdAlpha automates the on-boarding experience by using that web hook alongside ADP. Integrations like this can automate offer letters, share benefits information, and much more.

Lever is one of the top solutions we’ve found for teams who want recruiting software that is highly versatile and integrates with other 3rd party HR applications.

Automate Recruiting with Lever

AdAlpha allows you to automate your Lever tasks by integrating it’s robust API into any workflow. Seamlessly integrate within 30 seconds of authorizing your API. Our Lever integration is super easy to get up and running. No code required!

Past examples of workflow automation we’ve done:

Automating document creation like offer letters, interview schedule printouts
Automatic interview panel scheduling
Automatically send a text message to engage with a candidate

That’s just to name a few! The possibilities are limitless and we have the talent to make anything possible. Whatever you dream up, we can execute for your team.

Start Automating using Lever’s Integration!

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connect airtable to over 1,000 apps

Benefits of Using Templates, Teams, and Bases

What is Airtable?

For those of you sleeping under a rock, Airtable has been gaining momentum and market share over the last several months. From the Airtable API to Airtable Blocks, you’ve probably heard colleagues talk about how awesome it is. You’ve probably heard them say something along lines like, “Airtable is like a spreadsheet on steroids.” Well…that’s a pretty good summary of what it is.

Airtable is the best of both worlds between a spreadsheet and a database. It is highly flexible, configurable, and has an easy to use API. The Airtable API is what makes such a highly valuable choice among its peers.

Imagine turning an average employee into a database admin. That is what you could accomplish with Airtable. In the next section we’ll go over all the best reasons to start using Airtable right away.

1. Airtable Forms

A very powerful feature of Airtable are its use of front end forms. You can quickly turn a spreadsheet into an easy to use form that is embeddable into your website as natively as you can design it. This is a big feature when compared to Google Forms! Rows populated by the form input can then be linked to other data inside the table, or “base” as they call it. This gives you the same power of a MySQL database, but in a more user friendly environment.

2. Collaboration

Airtable allows multiple users to be working on the same data set at the same time. This means you don’t have to email out spreadsheets with wacky filenames like v1.2-Final-Final.xlsx at the end of them (LOL). Similar to Google Sheets, Airtable allows users to redo/undo and it automatically saves to the cloud each time a change is made. That is pretty much where the similarities end. With Airtable, you can store images into a cell, encrytped data, multiple date-parts, even barcodes with their latest update. The flexibility of their data inputs makes this a superior choice to anything available today.

3. Publishing Views

This feature should fall under number 2 (collaboration), but it is so cool and important that it belongs on its own. The reason is simple, let’s say the customer support team needs to have access to customer finance data from the finance team. The finance team need not copy and paste the specific data into a new spreadsheet just to share with the customer team. They can create a published “view” to share with the customer support team. This means the CS team will only have access and see relevant data. This feature saves time and confusion since finance will be adding to their “source of truth” data set consistently, therefore updating the CS view without having to do any extra work.

4. Block Elements

Blocks are a close 1st place feature, almost tied with the API. Airtable Blocks allow a user to extend functionality of their base with built-in apps. For example, you have customer order data that gets input through the front-end form. With that data, you can you can create an invoice template in blocks, and automatically create invoices to print out and put in the packing slip for your end-client. You could even setup a task to have them downloaded as PDFs and emailed to your user if you use a service like Workload’s Automation consulting tools.

automate invoices with Airtable Blocks

5. Airtable API

With the Airtable API, the possibilities are virtually limitless. You can connect, integrate, and automate almost any 3rd party application such as Stripe, Asana, Trello, HubSpot, etc. The list goes on and on.

Recently for one of our clients who has a recruiting team, we were able to automate a major time wasting task with Airtable’s API. They needed to take information from a job candidate’s onsite interview and create a graphic called a “Panel Printout”. The panel printout is a piece of paper given to the candidate on their arrival with key information like who they’ll be meeting with and at what time, the guest wifi information, and the location of restrooms and snack bar.

It would usually take a recruiting coordinator 30 minutes to create each panel printout. Worse than that, each recruiting coordinator had a different “artistic ability” when using graphic design tools to perform the task. Plus, most recruiting coordinators don’t like to do anything else other than schedule interviews. It was asking a bit too much out of them.

We were able to take the information about the interview, create an Airtable Block template, and allow them to print out a standardized look and feel to their panel printouts, saving them precious time at their high-growth startup.

How can Workload Help Me?

We specialize in API automation, integration, and connections just like the one described above. If you’d like a free consultation and a quote, we are very reasonably priced compared to the competition and other “DIY” style apps that are out there. Automating tasks isn’t for feint of heart and you should always consult with someone who knows what they’re doing. Many automation sequences require lots of thought and edge case management.

The good news is this: once you start automating tasks, you can’t stop! You’ll start thinking of all sorts of ways to automate and streamline your business tasks so you can focus on what you like to do best.

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Connect Trello to Asana’s Project Management Software

Connect Asana to Trello with Drag and Drop

With Workload’s new software automation tools, you can automate your tasks and create powerful workflows in a few minutes. Asana is a powerful web and mobile application that allows team to organize and manage their work. Trello is a list-making web based application where users can slide cards around by dragging them on the screen.

With these two apps connected, the possible combinations are almost limitless with what you can do.

Examples of Workflow Automation using Asana and Trello

Create a Trello card for each new Asana task assigned
Create a Trello board for each new Asana project
Create Asana tasks from new or moved Trello cards

That’s just a simple list of the obvious applications of this integration. With Workload’s generous multi-step automation and conditional logic, you can layer on all sorts of decision making into your process automation.

Let’s say you want to create a new Trello card each time your boss assigns you a task in Asana. Your workflow would look something like this:

Asana -> New Task -> If user id = {boss's user id}} -> Then Create new Trello card -> Description = {Task from Asana}

You only get new Trello cards when your boss is specifically asking you for something. This workflow allows you to live in Trello more than Asana and so it also allows you to easily share updates back to your boss.

Workload Process Automation

Our process automation tools are easy and intuitive to use. We make tools for power-users, consultants, and enterprise customers. You get mutli-step workflows, user management, and SAML secure sign on powered by Okta right out of the box. Also not to mention our friendly pricing and you’ve got yourself a no-brainer.

Automate with Power

Provide your work email address below and we’ll give you access to our open beta for free. Why do we do this? We want to make sure our software is perfect at solving your problems. We eat, sleep and breathe process automation. Our tool was made for you by the same people who do what you do, automate things.

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